GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.18%
This Quarter Est. Return
1 Year Est. Return
+17.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.43B
AUM Growth
-$467M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,451
New
Increased
Reduced
Closed

Top Buys

1
+$71.1M
2
+$19.8M
3
+$15.2M
4
FDX icon
FedEx
FDX
+$13.8M
5
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$13.7M

Top Sells

1
+$69.2M
2
+$30.2M
3
+$27.4M
4
UNH icon
UnitedHealth
UNH
+$19.6M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$17.8M

Sector Composition

1 Financials 8.37%
2 Technology 7.74%
3 Consumer Discretionary 5.62%
4 Healthcare 5.4%
5 Industrials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$9K ﹤0.01%
256
777
$9K ﹤0.01%
259
-114
778
$9K ﹤0.01%
110
779
$9K ﹤0.01%
409
780
$9K ﹤0.01%
941
781
$9K ﹤0.01%
60
782
$9K ﹤0.01%
71
+13
783
$9K ﹤0.01%
1,000
784
$9K ﹤0.01%
193
785
$9K ﹤0.01%
192
-62
786
$9K ﹤0.01%
+53
787
$9K ﹤0.01%
260
788
$9K ﹤0.01%
51
789
$9K ﹤0.01%
132
790
$9K ﹤0.01%
50
791
$9K ﹤0.01%
60
+25
792
$9K ﹤0.01%
45
+43
793
$9K ﹤0.01%
202
794
$9K ﹤0.01%
261
795
$9K ﹤0.01%
900
796
$9K ﹤0.01%
125
797
$9K ﹤0.01%
200
-447
798
$9K ﹤0.01%
112
+72
799
$9K ﹤0.01%
+273
800
$9K ﹤0.01%
268
+35
30 31
32
33 34